Contacts & Jobs
285 results found
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1 vote
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Be able to set any field as 'required' and not just the custom ones
Be able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This assist in pulling more accurate reports.
3 votes -
filter for automations
Search/Filter bar for automations within the automations page. We have 68 automations. I'm having to manually scroll down each page visually searching for automations by title. I will soon need to duplicate many of them for 2 new locations.
4 votes -
Add "Tasks" to the Contact Page on Jobs V2
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.Can we please get a tab for "Tasks" on the contact page?
4 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
13 votes -
Allow Signature page not attached to an estimate
Sometimes estimates are sent before you have earned the job, when that happens the estimate is signed reflecting the dollar amount, but you have not had the conversation yet about the smaller details like colors. I would like a way to send over those selections for signature. Kind of a "order confirmation" page where they are signing off on product, color, ventilation, etc.
2 votes -
Change names for signing documents
Having the ability to change the name on agreements/documents that require a signature without having to go and change the primary contact. This would save so much time when dealing with PM or CM companies that require owner signature but have the PM as the main point of contact. Especially after creating the document, if we didn't remember to change it before creating the document we have to create another of which we aren't even able to duplicate which is a whole sperate issue, wasting so much time for such an easy fix.
1 vote -
Can we add a photo to the contact from the job files - I would like to be able to add a photo of the front of the house to each job
I would love to be able to add a photo to the job contact file right from the job photos- I think being able to add a photo of the front of the house as an extra layer of protection to get the crew to the right house. the first photo we take of the house from the road always gets buried at the bottom.
2 votes -
Add Contacts Button in Top Toolbar & Search In Contacts
Add a navigation button to the toolbar for opening the contacts page. Add a search feature on the contacts list that filters the contacts list in a larger area than the top search bar. The top search bar search is not a good way to see a list of contacts that comes up in the search for a name or address. Search filters in general need to be better.
I have had a Contacts button in the tool bar a time or two and it has always disappeared soon after appearing. My sales people also find this annoying because they…1 vote -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
6 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
9 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
12 votes -
Two slots/sections for two different emails in the contact profile
it would be nice to be able to enter in two different emails for each customer
1 vote -
Automating the quoting experience from signing a SumoQuote...to generating a material order...and work order with the click of a button
We came over from Rooflink and were able to completely customize and automate the process from signed contract, to measurement report, material order and work order. All with a couple clicks. Of course we needed to confirm quantities and make some adjustments but the process was simple and repeatable for all reps. So easy that a new hire could complete it with little training. The current process is not well thought out with Job Nimbus. Since we now link with Suppliers this should be a possibility to create these type of automations. Automations are key for CRM's to help create…
1 vote -
Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
4 votes -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
4 votes -
When searching, allow keyboard arrows for scrolling through populated results...
During our time using JobNimbus (since 2018), our office personnel has been able to use the search field to look up customers or addresses and scroll through the results using the arrows on our keyboard. As of Friday 8/26/24, that feature no longer works. Since that feature assisted greatly with efficiency while on customer phone calls, I'm sure forgetting to turn it back on with the latest update was simply an oversight. Please reinstate that feature as my team and I have have used that function for years. Thank you for your help with this :)
1 vote -
Unwanted auto Assigning people to jobs
Assigning a person to a specific job or task automatically assigns them to the contact file as well. I was told it was intentional and could not be changed.
This continues to be an issue, because we assign specific jobs to subcontractors, but we don't want them to be assigned to the main contact's file. It also has a minor annoyance when adding tasks for office staff, as manually adding a task will assign the person to the contact, but our office staff are Admin level and do not need or want to be assigned to specific contacts
2 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
8 votes -
Add a Suite or Unit number
Add Suite or Unit number area to the initial lead intake windows when adding a job.
1 vote
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